- Creative Financial Staffing (Columbus, OH)
- …Office, QuickBooks, UltraTax, Go File Room, Right Networks, Thompson Reuters &/or Adobe a plus. Valuation or Trust & Estate experience is also a plus #LI-HYBRID ... Tops in Culture firm You will be on the Partner track Lots of PTO during the offseason Job...of returns and revisions Interact with important clients daily Tax planning with clients quarterly You will work with… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …the Firm Develop, supervise and mentor members of the Private Client Service / Estate and Trust team Coordinating tax compliance and planning ... solutions Commitment to work-life balance Responsibilities of the Tax Partner would include: Be a leader...with and advise clients in Estate and Trust matters Perform extensive tax compliance, research,… more
- Creative Financial Staffing (Great Falls, VA)
- Senior Tax Manager - Potential Future Partner ..., audits, or GAAP involvement. Primarily individual, business, and trust & estate tax work, ... book of business, focusing on individual taxation with experience in trusts & estates . Provide tax compliance and advisory services to individuals, fiduciaries,… more
- Creative Financial Staffing (Burlington, MA)
- …Senior Tax Manager will be responsible for:- Reviewing partnership, corporate, individual, trust , estate , and non-profit tax returns- Plan and coordinate ... Creative Financial Staffing has partnered with a growing Tax firm outside of Boston with their search...Proficient with tax compliance software- A desire to grow into a partner of the firm #INJUL2024… more
- JPMorgan Chase (Rochester, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... Trust Administrator within the Wealth Management Solutions, Trust & Estates team, you will be...the gross estate of the decedent for estate tax purposes. Job Responsibilities : +… more
- JPMorgan Chase (Newark, DE)
- **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & Estates ... Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax , administrative and...develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust … more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bankers Trust (Des Moines, IA)
- …as needed. . Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, ... a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some...& Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough… more
- Bausch + Lomb (Bridgewater, NJ)
- …eye health needs throughout their lives. Our iconic brand is built on the deep trust and loyalty of our customers established over our 170-year history. We have a ... A key member of the Bausch + Lomb Real Estate Management Team, the Director of Real Estate...and manage the lease requirements (financial and contractual) and partner with the global site leads to implement fit… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you...Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail -… more
- Robert Half Finance & Accounting (Canton, MA)
- …hybrid work from home schedules Tax , Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax - ... maintain positive relationships with client + Ensure utmost client trust in team + Advise client on tax...opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns… more
- Cherry Bekaert (Raleigh, NC)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Augusta, GA)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning; estate tax compliance and planning… more
- Cherry Bekaert (Cincinnati, OH)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Carson City, NV)
- …years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate ) as well as very interesting project accounting for a ... a fantastic track record of promoting capable professionals to partner . If you are interested in hearing more about...and practical application of Tax - Partnership, Tax - Trust & Estate ,… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... is preferred but not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax returns as well as … more
- M&T Bank (Syracuse, NY)
- …as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- M&T Bank (Buffalo, NY)
- …as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- Cherry Bekaert (Cincinnati, OH)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
